Reach your financial goals with products and solutions for your wealth. I also specialize in retirement and estate planning. Some of the vehicles for wealth building are RRSPs, TFSA's, RESP's or RDSP's and Open Investments. You will be able to invest with the best financial companies in all of Canada with preferred rates.
You may need life insurance, CI or DI. You may need insurance strategies for wealth transfer and estate planning to save taxes. I make sure I get the right product for you at the best price. I work with Manulife, Foresters, Empire, and other insurance companies to name a few. I also sell travel insurance and can usually save you money on these insurance plans. I strategize to help you and your family reach your financial dreams. I provide a detailed plan of how to reach your goals and meet regularly to adjust your goals as needed. I am and independent financial advisor, licensed in the provinces of BC and Alberta. I review your portfolio quarterly without fees. I love to help people grow their wealth. I will sit down with you and create a professional strategy for reducing debt, saving taxes and investing successfully for your future. Please call me on my cell at (604) 819-7574 for a complementary appointment.
Certifications and associations
licensed independent financial advisor, licensed life insurance agent, including segregated funds
- Fidelity Investments, Manulife, AGF, Royal Bank of Canada, DeThomas Financial, Canada Loyal Financial, BMO, Dynamic Investments, MacKenzie Investments, (mutual funds, life insurance, segregated funds,
Accessibility & amenities
- Pet friendly
- Friday By appointment
- Saturday By appointment
- Sunday By appointment
- Monday By appointment
- Tuesday By appointment
- Wednesday By appointment
- Thursday By appointment